|
301
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.15M
|
-$41.4K
|
-805
|
-4%
|
|
|
302
|
United Capital Financial Advisors
Irving,
Texas
|
$1.14M
|
-$4.94K
|
-96
|
-0.5%
|
|
|
303
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.13M
|
+$388K
|
+7,538
|
+57%
|
|
|
304
|
MB Generational Wealth
Spokane,
Washington
|
$1.13M
|
-$3.5K
|
-68
|
-0.3%
|
|
|
305
|
BOS Asset Management
Springfield,
Illinois
|
$1.11M
|
+$24.6K
|
+477
|
+2%
|
|
|
306
|
Basso Capital Management
Stamford,
Connecticut
|
$1.11M
|
–
|
–
|
–
|
|
|
307
|
Principal Securities
Des Moines,
Iowa
|
$1.1M
|
+$97.6K
|
+1,896
|
+10%
|
|
|
308
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.09M
|
-$15.1K
|
-293
|
-1%
|
|
|
309
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.08M
|
–
|
–
|
–
|
|
|
310
|
Fiducient Advisors
Chicago,
Illinois
|
$1.08M
|
+$2.01K
|
+39
|
+0.2%
|
|
|
311
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.08M
|
-$875
|
-17
|
-0.1%
|
|
|
312
|
Brighton Jones LLC
Seattle,
Washington
|
$1.05M
|
+$11.9K
|
+232
|
+1%
|
|
|
313
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.04M
|
–
|
–
|
–
|
|
|
314
|
Studio Investment Management
Chicago,
Illinois
|
$1.04M
|
+$186K
|
+3,619
|
+23%
|
|
|
315
|
Partners in Financial Planning
Salem,
Virginia
|
$1.03M
|
+$1.08K
|
+21
|
+0.1%
|
|
|
316
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.02M
|
+$29.5K
|
+573
|
+3%
|
|
|
317
|
Vannoy Advisory Group
Austin,
Texas
|
$1.02M
|
-$10.4K
|
-203
|
-1%
|
|
|
318
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$997K
|
–
|
–
|
–
|
|
|
319
|
Keebeck Wealth Management
Chicago,
Illinois
|
$957K
|
–
|
–
|
–
|
|
|
320
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$957K
|
–
|
–
|
–
|
|
|
321
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$943K
|
-$7.72K
|
-150
|
-0.9%
|
|
|
322
|
Commerce Bank
Kansas City,
Missouri
|
$940K
|
+$146K
|
+2,845
|
+20%
|
|
|
323
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$915K
|
-$863K
|
-16,772
|
-50%
|
|
|
324
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$910K
|
+$194K
|
+3,764
|
+29%
|
|
|
325
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$904K
|
–
|
–
|
–
|
|
